A successful wealth management plan protects your assets during your life and transfers as much of your wealth to your beneficiaries as possible. A comprehensive wealth transfer plan generally employs a number of crucial estate planning, trust, business formation, gifting and taxation tools that reflect your financial circumstances and objectives. Drawing on our 40 years of experience, our South San Francisco Bay Area law firm, the Law Offices of K.J. Petsas, PC, can assist you in developing an effective wealth transfer plan.
After you have worked hard all your life to provide for your family, your wealth should continue to support them throughout your lifetime and after your death. Our firm evaluates your particular circumstances to devise a successful family wealth transfer strategy that might include:
Our lawyers meet with you regularly to review your wealth transfer strategies and revise your plan when appropriate. We may also meet with your spouse, adult children and other parties who play a role in asset management or have a stake in the family wealth plan.
You want the best for your family and work hard to provide for them emotionally and financially. Your estate plan reflects your desire to protect your family’s interests far into the future. Our law firm helps you to make a plan that preserves the value of your assets for your family. Our goals in the estate planning process are to:
Our attorneys develop a personalized plan tailored to your specific needs. By putting your affairs in order, you get the peace of mind of knowing that your family will be cared for and your intentions met upon your death.
To create a comprehensive wealth strategy plan, call the Law Offices of K.J. Petsas, PC at 650-624-8181 or contact us online. Your first consultation with our estate planning lawyer is free. Our South San Francisco law firm serves clients throughout the Bay Area.